--- title: "Connect AccuLynx to Synthflow AI - APIANT.ai" description: "When \"List of Jobs by Milestone\" fires in AccuLynx, your agent runs \"Create Assistant\" in Synthflow AI." canonical: "https://apiant.ai/connect/acculynx-to-synthflow-ai" --- # Connect AccuLynx to Synthflow AI When **List of Jobs by Milestone** fires in [AccuLynx](https://apiant.ai/connections/acculynx), your agent runs **Create Assistant** in [Synthflow AI](https://apiant.ai/connections/synthflow-ai). Describe the whole flow and it is built, tested on every scenario and kept running. AccuLynx **1** trigger AccuLynx **30** actions Synthflow AI **25** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want AccuLynx and Synthflow AI to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What AccuLynx can start in Synthflow AI - When **List of Jobs by Milestone** in AccuLynx then **Create Assistant** in Synthflow AI - When **List of Jobs by Milestone** in AccuLynx then **Create Booking Calcom Action** in Synthflow AI Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with AccuLynx and Synthflow AI ## Triggers and actions 1 trigger · 55 actions - Trigger **List of Jobs by Milestone** Triggers when a job enters one of the chosen workflow milestones (for example Lead, Prospect or Approved), newest milestone change first. - Action **Add contact note** Adds a text note to an AccuLynx contact. - Action **Add job document** Uploads a document file to an AccuLynx job and saves it in the chosen document folder. - Action **Add job external reference** Creates an external reference linking an AccuLynx job to a project in another system. - Action **Add job message** Posts a comment to a job's message feed in AccuLynx, visible in the job's Messages section. - Action **Add job photo or video** Uploads a single photo or video to an AccuLynx job, with an optional description and tags. - Action **Add received payment** Records a payment received on an AccuLynx job, such as a customer deposit or check, and returns the new payment. - Action **Create Contact** Creates a new contact in AccuLynx with its name, company, phone numbers, email addresses, and mailing and billing addresses. - Action **Create Job** Creates a new job in AccuLynx for an existing contact. The job starts in the Lead milestone with no assigned representative. - Action **Find Job** Returns the AccuLynx jobs that contain a search term (such as a name, address or job number) and/or lie near a map location. - Action **Find Job Category** Returns the active AccuLynx job category whose name matches the name you give, or nothing when no category has that name. - Action **Find Lead Source** Finds an active lead source (or child lead source) in your AccuLynx company by its name. - Action **Find Trade-Types** Finds an active trade type in your AccuLynx company settings by its name and returns its id. - Action **Find Work-Types** Finds an active AccuLynx work type (for example Insurance or Retail) by its name and returns its id. - Action **Get Contact** Returns the details of one AccuLynx contact by its ID, including name, company, mailing and billing addresses, and its phone numbers and email addresses. - Action **Get Contact Custom Fields** Returns every custom field value recorded on an AccuLynx contact, with each field's label, type and values. - Action **Get estimate** Returns one AccuLynx estimate by its id, including its title, number, primary flag, financial totals, linked job and section references. - Action **Get Job** Returns the details of one AccuLynx job, including its location address, contacts, trade types, category, work type, lead source, current milestone and priority. - Action **Get Job Custom Fields** Returns the custom field values recorded on a job, with each field's label, type, values and when it was last modified. - Action **Get job financials** Returns the financial summary for a job: approved job value, balance due, worksheet section totals, and links to (or full details of) the worksheet and amendments. - Action **List contacts** Returns the contacts in your AccuLynx account, with their names, company, mailing and billing addresses, and links to their phone numbers and email addresses. - Action **List estimates** Returns all estimates for the current AccuLynx location, with the job each one belongs to. - Action **List jobs** Returns the jobs in your AccuLynx account, optionally filtered by date range, milestone and assignment, and sorted by created, milestone or modified date. - Action **List users** Returns the users in your AccuLynx company, optionally filtered by status (active, inactive, archived or deleted). - Action **Search Contact** Returns the contacts whose first name, last name or company name matches a search term, created within a date range and optionally limited to certain contact types. - Action **Set Initial Appointment** Adds or updates the initial appointment on an AccuLynx job, including its start and end times and notes. - Action **Update Contact Custom Field** Sets the value of one custom field on an AccuLynx contact. - Action **Update job address** Updates the location address of an existing AccuLynx job. Only the address parts you fill in are sent. - Action **Update Job Custom Field** Sets the value of one custom field on an AccuLynx job. - Action **Update job lead source** Changes the lead source recorded on an AccuLynx job. - Action **Update job priority** Sets the priority (Urgent, High or Normal) of an existing AccuLynx job. - Action **Attach Action** Attaches one or more existing actions to a Synthflow agent, optionally setting when each action runs and how its input variables are filled. - Action **Create Assistant** Creates a new Synthflow voice agent with its prompt, voice, language and call behavior, and returns the new agent's ID. - Action **Create Booking Calcom Action** Creates a real-time booking action that lets a Synthflow agent offer and book Cal.com appointments during a call. - Action **Create Booking GHL Action** Creates a real-time booking action that lets a Synthflow agent book appointments on a GoHighLevel calendar during a call. - Action **Create Call** Places a real-time outbound phone call from a Synthflow AI agent to the recipient you specify, and returns the new call's ID. - Action **Create Information Extractor Open Question Action** Creates an information extractor action that has a Synthflow agent capture a free-form answer from a call. Returns the new action's ID, ready to attach to an agent. - Action **Create Information Extractor Single Choice Action** Creates an information extractor action that has the agent pick one answer from a list of choices during a call. Returns the new action's ID. - Action **Create Information Extractor Yes No Action** Creates a yes/no information extractor action, which pulls a yes or no answer out of a call conversation. - Action **Create SMS Action** Creates a Send SMS action that an agent can use to text a message during a call, and returns the new action's ID. - Action **Create Transfer Call Action** Creates a live transfer action that a Synthflow agent can use to hand a call over to a phone number, SIP target or phone book. - Action **Delete Action** Deletes an action from your Synthflow account by its ID. - Action **Delete Assistant** Deletes a Synthflow agent (assistant) by its ID. - Action **Detach Action** Detaches one or more actions from a Synthflow agent so the agent can no longer use them. - Action **Get Action** Returns the details of a Synthflow action, including its type, name, description and configured settings. Can also list the agents the action is assigned to. - Action **Get Assistant** Returns one Synthflow agent by its ID, including its voice, prompt and call settings and its attached phone numbers. - Action **Get Call** Returns a phone call's transcript, status, duration, executed actions and other details. An error occurs if the call is not found. - Action **List Actions** Returns all actions in the Synthflow AI account, including each action's type, name, description and configuration. - Action **Text - Generate Response** Sends a text message to an agent in an existing chat session and returns the response the agent generates. - Action **Update Assistant** Updates an existing agent's name, phone number, voice, prompt or other settings. Only the values provided are changed. - Action **Update Booking Calcom Action** Updates a real-time booking action that schedules appointments through Cal.com, including its availability window, meeting type and SMS confirmation. Returns the ID of the updated action. - Action **Update Booking GHL Action** Updates a real-time booking action that books appointments through a GoHighLevel calendar, including its scheduling settings, confirmation mode and title. Returns the ID of the updated action. - Action **Update Information Extractor Open Question Action** Updates an open-question information extractor action in Synthflow, changing its title, description or example answers. Anything left blank keeps its current value. - Action **Update Information Extractor Single Choice Action** Updates the title, description, answer choices or examples of a single-choice information extractor action. Anything left blank keeps its current value. - Action **Update Information Extractor Yes No Action** Updates the title, description or example answers of a yes/no information extractor action in Synthflow. Anything left blank keeps its current value. - Action **Update SMS Action** Updates the name, message text or sending instructions of an existing SMS action. ## Each app on its own - [ **AccuLynx** AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their...](https://apiant.ai/connections/acculynx) - [ **Synthflow AI** Synthflow AI is a scalable no-code platform enabling non-tech users and SMEs to create custom LLM solutions...](https://apiant.ai/connections/synthflow-ai) Reviews ## What our customers say ## More from AccuLynx - [ **AccuLynx to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/acculynx-to-hubspot) - [ **AccuLynx to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/acculynx-to-salesforce) - [ **AccuLynx to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/acculynx-to-slack) - [ **AccuLynx to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/acculynx-to-google-sheets) - [ **AccuLynx to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/acculynx-to-gmail) - [ **AccuLynx to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/acculynx-to-google-calendar) ## More into Synthflow AI - [ **HubSpot to Synthflow AI** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-synthflow-ai) - [ **Salesforce to Synthflow AI** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-synthflow-ai) - [ **Slack to Synthflow AI** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-synthflow-ai) - [ **Google Sheets to Synthflow AI** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-synthflow-ai) - [ **Gmail to Synthflow AI** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-synthflow-ai) - [ **Google Calendar to Synthflow AI** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-synthflow-ai) Questions ## AccuLynx and Synthflow AI, answered ### ### What can start an automation from AccuLynx? Any of AccuLynx's 1 trigger in the catalog, including List of Jobs by Milestone. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Synthflow AI when something happens in AccuLynx? Any of Synthflow AI's 25 actions, including Create Assistant, Create Booking Calcom Action, Create Booking GHL Action and Create Call. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Synthflow AI to AccuLynx? Synthflow AI has no triggers in the catalog today, so automations start in AccuLynx. If you need the other direction, ask: your agent reads Synthflow AI's API documentation and adds it. ### ### Do I have to build a connector for AccuLynx or Synthflow AI? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use AccuLynx and Synthflow AI without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.